先鋒指數基金 - 先鋒中型價值 ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionBetterment LLC
Latest Disclosed Ownership3,741,881 shares
Latest Disclosed Value $ 689,554
Betterment LLC reports 4.66% decrease in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 3,741,881 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $689,553,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,924,610 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of -4.66% during the quarter. The current value of the position is $737,749,258 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,741,881 -182,729 -4.66 690 -1.01 1.3061
2026-02-12 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3,924,610 -95,700 -2.38 696 -0.71 1.3262
2025-11-13 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,020,310 -113,154 -2.74 702 3.24 1.3871
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,133,464 -158,460 -3.69 680 -1.45 1.4475
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,291,924 -217,175 -4.82 689 -5.49 1.6346
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,509,099 -171,573 -3.67 729 -7.02 1.7390
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,680,672 -161,506 -3.34 785 7.69 1.8731
2024-08-14 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4,842,178 -572,026 -10.57 728 -13.74 1.8870
2024-05-10 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5,414,204 -5,415,689 -50.01 844 -46.24 2.2647
2024-02-09 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,829,893 136,515 1.28 1,570 12.14 4.5216
2023-11-09 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,693,378 228,509 2.18 1,400 -3.31 4.4353
2023-08-07 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,464,869 276,527 2.71 1,448 6.08 4.4869
2023-05-15 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 10,188,342 194,936 1.95 1,366 1.04 4.4234
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,993,406 122,406 1.24 1,352 -99.89 4.6358
2022-11-14 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,871,000 0 0.00 1,278,492 0.00 4.5726
2022-08-10 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9,871,000 -214,866 -2.13 1,278,492 -15.31 4.5726
2022-05-16 2022-03-31 13F VANGUARD INDEX FDS Common 922908512 10,085,866 -150,863 -1.47 1,509,552 -1.91 4.8028
2022-02-15 2021-12-31 13F VANGUARD INDEX FDS Common 922908512 10,236,729 94,311 0.93 1,538,887 8.68 4.7916
2021-11-15 2021-09-30 13F VANGUARD INDEX FDS Common 922908512 10,142,418 93,627 0.93 1,415,983 0.29 4.7337
2021-08-10 2021-06-30 13F VANGUARD INDEX FDS Common 922908512 10,048,791 306,398 3.14 1,411,855 7.45 4.8096
2021-06-01 2021-03-31 13F VANGUARD INDEX FDS Common 922908512 9,742,393 467,379 5.04 1,313,957 19.09 4.9474
2021-02-12 2020-12-31 13F VANGUARD INDEX FDS Common 922908512 9,275,014 280,130 3.11 1,103,356 21.01 4.6240
2020-11-10 2020-09-30 13F VANGUARD INDEX FDS Common 922908512 8,994,884 254,647 2.91 911,811 9.01 4.4764
2020-08-11 2020-06-30 13F VANGUARD INDEX FDS Common 922908512 8,740,237 1,040,513 13.51 836,441 33.64 4.4513
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS Common 922908512 7,699,724 -279,940 -3.51 625,911 -34.19 3.8860
2020-01-31 2019-12-31 13F VANGUARD INDEX FDS Common 922908512 7,979,664 523,937 7.03 951,096 14.57 4.9145
2019-11-07 2019-09-30 13F VANGUARD INDEX FDS Common 922908512 7,455,727 0 0.00 830,121 0.00 4.7056
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS Common 922908512 7,455,727 248,750 3.45 830,121 6.77 4.7056
2019-04-11 2019-03-31 13F VANGUARD INDEX FDS Common 922908512 7,206,977 358,571 5.24 777,489 19.18 4.6995
2019-02-06 2018-12-31 13F VANGUARD INDEX FDS Common 922908512 6,848,406 27,447 0.40 652,379 -15.41 4.5813
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS Common 922908512 6,820,959 679,435 11.06 771,246 13.69 5.0692
2018-08-13 2018-06-30 13F VANGUARD INDEX FDS Common 922908512 6,141,524 344,117 5.94 678,393 6.49 4.8180
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS Common 922908512 5,797,407 565,000 10.80 637,019 9.12 4.6307
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS Common 922908512 5,232,407 1,069,919 25.70 583,780 32.76 4.7019
2017-11-17 2017-09-30 13F VANGUARD INDEX FDS Common 922908512 4,162,488 442,642 11.90 439,725 14.91 4.0193
2017-08-14 2017-06-30 13F VANGUARD INDEX FDS Common 922908512 3,719,846 503,842 15.67 382,661 16.75 3.9970
2017-05-11 2017-03-31 13F VANGUARD INDEX FDS Common 922908512 3,216,004 527,975 19.64 327,775 25.46 3.9447
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS Common 922908512 2,688,029 307,125 12.90 261,250 17.27 3.8583
2016-11-14 2016-09-30 13F VANGUARD INDEX FDS Common 922908512 2,380,904 393,625 19.81 222,781 25.85 3.7405
2016-08-15 2016-06-30 13F VANGUARD INDEX FDS Common 922908512 1,987,279 365,114 22.51 177,027 25.26 3.6121
2016-05-18 2016-03-31 13F VANGUARD INDEX FDS Common 922908512 1,622,165 365,475 29.08 141,323 30.84 3.5153
2016-02-09 2015-12-31 13F VOEVANGUARD INDEX FDS Common 922908512 1,256,690 248,579 24.66 108,013 28.72 3.3222
2015-11-10 2015-09-30 13F VANGUARD INDEX FDS Common 922908512 1,008,111 156,243 18.34 83,915 8.76 3.1859
2015-08-12 2015-06-30 13F VANGUARD INDEX FDS Common 922908512 851,868 293,173 52.47 77,154 50.25 3.3147
2015-05-12 2015-03-31 13F VANGUARD INDEX FDS Common 922908512 558,695 246,592 79.01 51,350 83.98 2.9730
2015-02-17 2014-12-31 13F VANGUARD INDEX FDS Common 922908512 312,103 312,103 27,911 2.4403
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.